WhiteOak Capital ELSS Tax Saver vs Quant ELSS Tax Saver
Data updated · direct-growth plans · not investment advice
WhiteOak Capital ELSS Tax Saver currently edges it with a Smart Score of 78/100 vs 75/100. WhiteOak Capital ELSS Tax Saver has the stronger risk-adjusted profile (Sortino 0.77 vs 0.59), 3-year returns of 14.6% vs 13.8%, and an expense ratio of 0.87% vs 1.21%. Scores are relative to all ELSS (Tax Saver) peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | -1.5% | 5.3%BEST | ||
3Y return | 14.6%BEST | 13.8% | ||
5Y return | — | 13.0%BEST | ||
Since launch | 16.4% | 19.2%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +4.3% | +11.1%BEST | ||
3Y vs index | +5.4%BEST | +4.6% | ||
5Y vs index | — | +5.3%BEST | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.66BEST | 0.53 | ||
Sortino ratio | 0.77BEST | 0.59 | ||
Std deviation | 15.46BEST | 18.33 | ||
Alpha | 5.02BEST | 3.81 | ||
Beta | 0.93 | 1.06 | ||
| Cost & size | ||||
Expense ratio | 0.87%BEST | 1.21% | ||
Fund size | ₹481 Cr | ₹13.1k CrBEST | ||
Portfolio P/E | 24.49BEST | 32.14 | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | — | — | ||
Benchmark | BSE 500 TRI | Nifty 500 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 14 Oct 2022 | 01 Jan 2013 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is WhiteOak Capital ELSS Tax Saver better than Quant ELSS Tax Saver?
WhiteOak Capital ELSS Tax Saver currently edges it with a Smart Score of 78/100 vs 75/100. WhiteOak Capital ELSS Tax Saver has the stronger risk-adjusted profile (Sortino 0.77 vs 0.59), 3-year returns of 14.6% vs 13.8%, and an expense ratio of 0.87% vs 1.21%. Scores are relative to all ELSS (Tax Saver) peers and refresh with every data update.
Which is cheaper — WhiteOak Capital ELSS Tax Saver or Quant ELSS Tax Saver?
WhiteOak Capital ELSS Tax Saver has the lower expense ratio: 0.87% vs 1.21% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), WhiteOak Capital ELSS Tax Saver leads with 0.77 vs 0.59. Sharpe ratios: WhiteOak Capital ELSS Tax Saver 0.66, Quant ELSS Tax Saver 0.53.